Associate Director - Private Client
Company: Ocorian
Role summary
Associate Director - Private Client is a role at Ocorian in City of Hamilton, Bermuda (hybrid). Posted 2026-09-01. Experience level: 10+.
- Job title
- Associate Director - Private Client
- Company
- Ocorian
- Location
- City of Hamilton, Bermuda
- Work arrangement
- hybrid
- Category
- Software Engineering
- Experience level
- 10+
- Date posted
- 2026-09-01
This is a fantastic opportunity to join a growing team where you can really make an impact in private client services. They offer great professional development and a competitive salary for someone with a decade or more of experience.
Job description
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust : We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale : With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the role
You will take responsibility for the management and development of a portfolio of clients/structures in Private Client Service Line and work with the management team to develop and implement business strategies to support the growth and expansion of Ocorian.
Main Responsibilities
Leadership, People and Development
Long-term Planning: Working with the Head of Private Client Bermuda to strategically plan for the future, considering both internal and external market trends to ensure sustained growth
Stakeholder Engagement: Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences.
Team Development: Support in the development of a high-performing team, ensuring accountability for deliverables and fostering positive employee relations.
Succession Planning: Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team.
Continuous Personal Development: Complete all mandatory training and continuously seek personal development through training, conferences or knowledge sharing.
Business Development
Internal and External Advocacy: Represent and market Ocorian with credibility, both internally and externally, to enhance our brand presence.
Market Insight and Product Development: Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs.
To develop close working relationships with new and existing clients and intermediaries with a view to strengthen these relationships through regular contact and expanding services provided by developing a thorough understanding of the structures used by clients and the reasons for so doing.
Assist with the development of a network of prospective and key intermediaries to refer clients, whilst also helping to identify areas of improvement and growth of our services.
Data-Driven Decision Making: Utilize data analytics to identify our competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines.
Cross-selling Initiatives: Identify and pursue business opportunities beyond your immediate areas to support growth across other service lines.
Operational
To ensure prompt billing and cash collection are carried out effectively and in a timely manner
Liaise closely with the support functions as well as other Service Lines, on operational aspects of the Group, as needed.
To assist with the continual development of local policies and procedures and make recommendations for improvement as well as to assist in the implementation of such.
To support Management and the Head of Private Client Bermuda in other operational matters that may be required
Clients
Client Relationship Management: Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs.
Service Excellence: Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty.
#LI-JM1
#LI-Hybrid
Qualifications
Educational Background: Qualified Solicitor, Accountant, STEP or similar professional qualification with minimum of 10 years relevant experience in the trust industry at management level.
An enhanced level of technical knowledge to include more complex areas of trust & corporate products, investments, accounting and tax law, legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), Family Office Structuring and tax incentives, Foundations, Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. This will include being familiar with the regulations and the applicable laws in Bermuda.
Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high-quality service.
Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level.
Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors.
Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars.
Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization.
Commercial Insight: Strong commercial acumen and a practical, results-oriented approach to problem-solving.
Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciar